# S.W. Management LLC DC Plan
Source: https://planprovider.pro/companies/s-w-management-llc-plan-001-9718

> S.W. Management LLC's DC plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S.W. Management LLC

- **Sponsor EIN:** 133919718

- **Sponsor Address:** 145 HUGUENOT STREET, 5TH FLOOR, NEW ROCHELLE, NY, 10801

- **Plan Type:** DC

- **Total Participants:** 125

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|125|$19.5M|$873,724|$0|

| 2023|128|$16.9M|$858,395|$0|

| 2022|132|$14.0M|$673,453|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STANDARD PENSION SERVICES LLC|THIRD PARTY ADMINISTRATO|—|$8,116|$8,116|

| FARBER, BLICHT EYERMAN & HERZOG LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,116

- **Estimated Expense Ratio:** 0.042% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$9,609|$4,909|$3,450|—|—|

| 2023|$4,023|$1,179|$2,450|—|—|

| 2022|$4,215|—|—|—|—|

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